See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $363,631 | $209,411+73.6% | $178,490+103.7% | $158,922+128.8% |
| Participation rate | 81.8% | 86.3%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 38.10% | 188.75%-150.6pp | 151.07%-113.0pp | 302.83%-264.7pp |
| Employer contribution / active EE | $1,994 | $5,706-65.1% | $5,011-60.2% | $4,761-58.1% |
| Participant deferral / active EE | $5,091 | $5,954-14.5% | $5,202-2.1% | $5,982-14.9% |
| Admin fee / account holder | $5 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |